Cidel Asset Management’s Southern Company SO Stock Holding History

Cidel Asset Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$829K	Buy	8,659 +557	+7%	+$52.4K	0.04%	184
2026 Q1	$782K	Buy	8,102 +1,464	+22%	+$135K	0.04%	178
2025 Q4	$579K	Hold	6,638	–	–	0.04%	186
2025 Q3	$629K	Hold	6,638	–	–	0.04%	173
2025 Q2	$610K	Sell	6,638 -228	-3%	-$20.5K	0.04%	176
2025 Q1	$631K	Sell	6,866 -480	-7%	-$41.6K	0.04%	162
2024 Q4	$605K	Hold	7,346	–	–	0.04%	164
2024 Q3	$662K	Hold	7,346	–	–	0.05%	157
2024 Q2	$570K	Buy	7,346 +193	+3%	+$14.6K	0.04%	165
2024 Q1	$513K	Buy	7,153 +147	+2%	+$10.1K	0.04%	180
2023 Q4	$491K	Buy	+7,006	New	+$481K	0.02%	189

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cidel Asset Management's SO Position: Q2 2026 in Review

Cidel Asset Management increased its Southern Company (SO) stake by 6.9% in Q2 2026, buying an estimated $52.4K and bringing the position to 8,659 shares worth $829K. The position accounts for 0.04% of the portfolio, ranked #184.

Cidel Asset Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Cidel Asset Management held 8,659 shares of Southern Company worth $829K as of Q2 2026.
Cidel Asset Management bought 557 Southern Company shares in Q2 2026, an estimated $52.4K.
Southern Company made up 0.04% of Cidel Asset Management's portfolio in Q2 2026, its #184 holding.
Cidel Asset Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.